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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
MFS Total Return R2
Price$20.04
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
BALFX vs MTRRX Comparison Chart in %
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BALFX vs. MTRRX commentary
Aug 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. MTRRX (7.73B). MTRRX pays higher dividends than BALFX: MTRRX (2.08) vs BALFX (1.79). BALFX was incepted earlier than MTRRX: BALFX (24 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than BALFX (0.61). MTRRX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 7.95 vs. MTRRX (1.00). BALFX return over 5 years is better than : 37.91 vs. MTRRX (9.45).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.747 | 6.822 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.79 | 2.08 | 86% |
| Returns for 1 year | 7.95 | 1.00 | 793% |
| Returns for 3 years | 29.46 | 6.57 | 448% |
| Returns for 5 years | 37.91 | 9.45 | 401% |
| Returns for 10 years | 66.08 | 30.72 | 215% |
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